Enable SmartVault Extension for Lacerte - ProSeries

Table of contents

Overview

When integrating with Lacerte or ProSeries after downloading the SmartVault desktop application you don't see the Access Confirmation dialog, you can take the steps in this article to resolve the issue.

Resolution

To resolve the issue, follow the steps in this section.

Click outside of the Lacerte or ProSeries window, sometimes the dialog is hidden behind another window.

Restart Lacerte

Check to see if "Allow SmartVault to Integrate with "your product" is checked.​